Get a comprehensive view of your holdings and investment portfolio - 401 (k)s, 403 (b)s, or IRAs. Connect to over 14,000 financial institutions to see where you stand with your various accounts. Planning for your financial future starts with taking stock of where you are today. Your retirement accounts all in one place.17, 2021 /PRNewswire/ - Moneytree Software, a leading provider of cloud-based financial planning solutions, announced today the addition of data account aggregation into the Moneytree Plan platform. myMoneyGuide® customer data resides on MG-owned and managed servers (hardware) which are protected from physical harm and intrusions.Moneytree Software Brings Account Aggregation to its Flagship Platform. Develop a plan for retirement, buying a home, paying. Sign in to add and modify your software.All access is strictly monitored and logged. Multiple layers of access security controls, including biometrics, keycard and PIN-code, are required for physical access to the Data Center and our servers. MG’s data center is SSAE-18 SOC 2 type II audited/certified annually. Projections from a retirement calculator are the best we’ve got. Nobody, not even a highly compensated financial advisor, can foretell the future.
Encrypted weekly back-up tapes are taken to a secure off-site facility. Customer databases are backed up nightly to local storage libraries. MG’s data center has state-of-the art uninterruptable power, smoke detection and fire suppression systems, temperature and humidity regulation, water detection devices and other environmental monitoring systems. Multiple security levels restrict individual access only to the areas required for specific job functions. Mac creative cloud cleanerYour advisor uses your personal information, in conjunction with our software, to provide customized financial planning reports for you. This financial advisor and, if applicable, the firm with whom they are licensed, also has access to your personal information on moneyguidepro.com. You were granted access to moneyguidepro.com by a financial advisor. (“MG”), the developer of myMoneyGuide® and moneyguidepro.com, is committed to protecting your privacy and ensuring the security of your information on our website.Our Privacy Policy has three key elements.
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